Minor in Personal Financial Planning

Logan Advising

Advisor: Jenny Jones
Office: Business 309
Phone Number: 435.797.2272
Email: jenny.jones@usu.edu




Students seeking a minor must be approved by the School of  Accountancy and achieve at least a 2.5 grade point average in the required courses. Courses required for this minor may not be taken pass/fail.

*In order to qualify to sit for the CFP exam, PFP 5090 (Personal Financial Plans) must also be completed.

Minor Requirements (15 Credits)

Course Number Course Name Semesters Taught Credits
ACCT 3410 Income Taxation I F, Sp, Su 3
PFP 5060 Personal Financial Planning and Advising F 3
PFP 5070 Retirement Planning Sp 3
PFP 5080 Estate Planning Sp 3

Choose one course from the following:

PFP 3460 Fundamentals of Personal Investing Sp 3
FIN 4460 Investments F, Sp 3